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MOISES VALLADARES

@Insigneo Advisory Services, Llc

Latest period2024 - Q3ReportedManaged Assets$991.726MTotal holdings636
Assets growth rate11.64%Assets growth rate (2-Q avg)8.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Insigneo Advisory Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 636 positions.

Assets under management

The assets under management (AUM) of Insigneo Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 991.726M in assets, with a quarterly growth rate of 11.64% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by MOISES VALLADARES, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Increased 9.04%
1.44%
$14.226M
29,147 shares@ $488.08 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.16%
1.19%
$11.784M
22,333 shares@ $527.67 avg price
TSLATesla Inc
Recent Activity
Decreased -1.51%
1.09%
$10.776M
41,188 shares@ $261.63 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.94%
1.03%
$10.177M
60,871 shares@ $167.19 avg price
SLVIshares Silver Tr
Recent Activity
Increased 34.27%
1%
$9.868M
347,342 shares@ $28.41 avg price
AGGIshares Tr
Recent Activity
Increased 7.02%
0.79%
$7.786M
76,883 shares@ $101.28 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -6%
0.71%
$6.993M
33,166 shares@ $210.87 avg price
VVisa Inc
Recent Activity
Increased 3.56%
0.7%
$6.905M
25,114 shares@ $274.96 avg price
MAMastercard Incorporated
Recent Activity
Decreased -9.7%
0.62%
$6.148M
12,451 shares@ $493.8 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -6.14%
0.59%
$5.821M
6,570 shares@ $886.0 avg price